Bourgeon Capital Management’s Crown Castle CCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,745
| Closed | -$201K | – | 148 |
|
|
2023
Q4 | $201K | Buy |
1,745
+260
| +18% | +$29.9K | 0.04% | 100 |
|
|
2023
Q3 | $137K | Hold |
1,485
| – | – | 0.03% | 112 |
|
|
2023
Q2 | $169K | Hold |
1,485
| – | – | 0.04% | 103 |
|
|
2023
Q1 | $199K | Hold |
1,485
| – | – | 0.05% | 93 |
|
|
2022
Q4 | $201K | Hold |
1,485
| – | – | 0.05% | 92 |
|
|
2022
Q3 | $215K | Hold |
1,485
| – | – | 0.06% | 84 |
|
|
2022
Q2 | $250K | Hold |
1,485
| – | – | 0.07% | 83 |
|
|
2022
Q1 | $274K | Hold |
1,485
| – | – | 0.06% | 86 |
|
|
2021
Q4 | $310K | Hold |
1,485
| – | – | 0.06% | 91 |
|
|
2021
Q3 | $257K | Hold |
1,485
| – | – | 0.05% | 96 |
|
|
2021
Q2 | $290K | Hold |
1,485
| – | – | 0.06% | 100 |
|
|
2021
Q1 | $256K | Hold |
1,485
| – | – | 0.06% | 103 |
|
|
2020
Q4 | $236K | Hold |
1,485
| – | – | 0.06% | 98 |
|
|
2020
Q3 | $247K | Hold |
1,485
| – | – | 0.07% | 82 |
|
|
2020
Q2 | $249K | Hold |
1,485
| – | – | 0.09% | 73 |
|
|
2020
Q1 | $214K | Hold |
1,485
| – | – | 0.11% | 65 |
|
|
2019
Q4 | $211K | Hold |
1,485
| – | – | 0.1% | 67 |
|
|
2019
Q3 | $206K | Buy |
+1,485
| New | +$206K | 0.11% | 67 |
|